Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,662 | $162,136+28.1% | $152,301+36.3% | $154,746+34.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.03% | 91.02%-69.0pp | 80.50%-58.5pp | 172.34%-150.3pp |
| Employer contribution / active EE | $940 | $4,890-80.8% | $4,624-79.7% | $4,379-78.5% |
| Participant deferral / active EE | $4,700 | $8,341-43.7% | $8,004-41.3% | $6,730-30.2% |
| Admin fee / account holder | $1,084 | $15,759-93.1% | $14,398-92.5% | $14,365-92.5% |